Articles/Blog

WHERE LENDERS COME TO GROW

The Power of Modern CRMs In Banking for Comprehensive Customer Engagement

Articles/Blogs | Oct 20, 2023

In today’s dynamic and customer-centric banking landscape, financial institutions are on a constant quest to enhance their services and create lasting relationships with their customers. This mission is at the heart of the transformative power of modern Customer Relationship Management (CRM) systems. These sophisticated solutions have ushered in a new era of banking, allowing institutions to seamlessly collaborate across various departments and provide a holistic approach to customer engagement. In this article, we will delve […]

See Full Article

Past Events

Articles/Blogs | Oct 18, 2023

Accelerating Innovation in the Mortgage Industry: Paving the Path to Future Success

The mortgage industry, often perceived as a lumbering giant, has long been associated with slow-moving processes and entrenched traditions. However, the winds of change are sweeping through this sector, ushering in an era of innovation that promises to revolutionize how we approach home buying and financing. In this article, we will explore the historical sluggishness of innovation in the mortgage industry and delve into the compelling reasons why accelerating innovation is essential for its future […]

Articles/Blogs | Aug 21, 2023

Insellerate Now Delivers CRM & Marketing Automation For Wholesale Lenders

Insellerate, a provider of Modern CRM and Marketing Automation solutions to the mortgage lending and real estate industries, has launched its new TPO solution. This powerful solution provides dynamic account executive workflows, engaging marketing content, pipeline management, and more from an account executive’s mobile device. In today’s constantly changing mortgage market with rising rates, low inventory, heightened competition, and lower origination volumes, wholesale lenders and their TPO partners are looking for strategic solutions to drive […]

Articles/Blogs | Jun 21, 2023

Revolutionize Your Mortgage Marketing Game With A Cutting-Edge Content Library

In today’s fiercely competitive mortgage industry, standing out from the crowd is no longer an option—it’s a necessity. To capture the attention of your target audience and drive meaningful engagement, you need a marketing strategy that goes beyond the ordinary. That’s where a brand-new mortgage-specific content library comes in. This game-changing platform is poised to transform your mortgage marketing efforts by providing a highly engaging, thought-provoking, and compelling experience for your team and audience. Gone […]

Articles/Blogs | Apr 21, 2023

What Customer Service Looks Like

Have you ever wondered what good service means? It’s about more than just everything working perfectly or being fast and easy. I recently stayed at the Wynn for the Ice Technology conference, and the staff at the Wynn reminded me of what good service truly entails. Sure, they missed a few things and even forgot to clean my room one day, but every person I spoke to had shown that they genuinely cared about my […]

Articles/Blogs | Apr 10, 2023

Driving Down The Total Cost of Mortgage CRM Ownership

With the mortgage market demanding more from you and your team than ever before, it’s no wonder that lenders are feeling the pressure to produce. The complexity of this constantly changing environment overwhelms lenders- low origination volumes, declining revenue, rising rates, heightened pressure to reduce loan production costs, and fierce competition is challenging every lender. The mortgage industry is a highly competitive market that requires lenders to be innovative and efficient to stay ahead of […]

Articles/Blogs | Feb 26, 2023

3 Reasons Borrowers Say No

As a former loan officer and lending executive I have had the opportunity to train thousands of loan officers and production teams in the mortgage industry. What I learned was that there are three primary reasons a borrower says no. When loan officers learn to overcome these objections, they can close significantly more loans. Here are three reasons why borrowers say no. The assumption is that you can save them money or help them. They […]

Articles/Blogs | Feb 21, 2023

Insellerate launches TPO solution for wholesale lenders

Insellerate TPO offers account executive workflows, marketing content, pipeline management, and other features Mortgage lender CRM and marketing automation solutions provider Insellerate has launched a new third party origination (TPO) solution for wholesale lenders, the company announced on Monday during ICE Experience. Insellerate TPO will provide account executive workflows, marketing content, pipeline management at the company and individual broker levels and other services, according to a statement from the company. The product also allows account executives to access its solutions […]

Articles/Blogs | May 03, 2021

Innovations Award Winners Speak Out

The PROGRESS in Lending Innovations Award Winners talk about the future of mortgage lending. Mortgage executives came together to attend PROGRESS in Lending Association’s Eleventh Annual Innovations Awards Event digitally. We named the top innovations of the past twelve months. After that event, we wondered what would happen if we brought together executives from the winning companies to talk about mortgage technology innovation. Where do they see the state of industry innovation right now? And […]

Articles/Blogs | Feb 27, 2021

Understanding Today’s Connected Borrower

Today’s borrower is tech-savvy, digitally focused, and want’s communication to be frequent, timely, personal and highly engaging through multiple channels. The borrower’s expectations have changed dramatically over the last couple of years. Many stating the “Amazon Effect”, instantly search for a product, read reviews, click to order, and the product is often delivered to their home the next day. The challenge for the mortgage industry is that historically the industry has been transaction focused versus […]

Articles/Blogs | Feb 03, 2021

What Trends Will Shape the Origination Space?

Story from January edition of MReport Amid the economic havoc created during the coronavirus pandemic, the residential mortgage industry emerged as one of the relatively few bright spots in an otherwise dismal environment. That is not to say the industry didn’t face its share of challenges – rapidly changing federal regulations, the impact of social distancing protocols on a traditionally person-to-person business and the abrupt migration from offices to working from home were among the […]

Articles/Blogs | Dec 22, 2020

Volumes & Communication Impacting Borrower Satisfaction Scores

Amid this global pandemic, mortgage rates have been at historically low levels; borrower demand has increased, refi’s have broken records, while lenders have had to shift in many instances to a remote workforce. With record-low mortgage rates driving sustained borrower demand, MBA forecasts mortgage originations to total $3.18 trillion in 2020 – the most since 2003 ($3.81 trillion). The Mortgage Bankers Association (MBA) announced that purchase originations are expected to grow 8.5% to a new […]

Articles/Blogs | Oct 26, 2020

Loan Officer Mobility

Everything is going digital today— zoom parties, virtual happy hours, virtual open houses—which means that your team needs to be available virtually. To highlight how important it is to be virtually available, MIT studied online leads. It found that if you call a lead in the first five minutes versus one hour, you’re one hundred times more likely to get a hold of them. Call a lead in five minutes versus thirty minutes. You’re going […]

Articles/Blogs | Sep 01, 2020

Data Insights And Its Impact On Borrower Engagement

The Insellerate platform, in the last three years alone, has handled over 2.6 million borrower applications and 66 million prospects. So if you take a look at how many touchpoints each one of those has had, we’re talking about hundreds of millions of different touchpoints and data points throughout the borrower’s journey. This data provides excellent insights into what’s happening throughout the mortgage process with consumers and the trends impacting borrower engagement. Brand loyalty in […]

Articles/Blogs | Aug 25, 2020

How is technology transforming borrower engagement? – Featured Article by the CMBA in their member spotlight.

About Josh Friend and Insellerate Josh Friend began his career as a loan officer and soon moved on to open six mortgage call centers. Over the past 21 years, he has grown to manage and train thousands of loan officers, processors, and marketing managers. That experience has helped him market to millions of consumers, with that experience he has dedicated himself to building software for the mortgage industry since 2004. With a keen eye for […]

Articles/Blogs | Jun 19, 2020

Transforming Borrower Engagement Through Strategy, Process, And Automation

In today’s rapidly changing lending environment, it is critical to identify solutions that are working and producing actual results for other lenders. Pipelines are full; employees are working remotely, and communicating with your prospective borrowers is more critical than ever. That’s why I spoke with two lenders that are producing significant results to share their stories to assist you along your journey. John Kresevic, CEO of JFQ Lending, and Nick Rutherford, Director of Business Development […]

Ebooks/Research | Jun 24, 2018

Long Live Direct Mail: 5 Best Practices for Your Next Marketing Campaign

In today’s climate, marketers have to get pretty creative if they want to earn the attention of borrowers. Many lenders have seen great success nurturing online leads through digital marketing channels. With so many ways to reach consumers online, offline channels should not be forgotten because the truth is: Direct mail is not dead. To earn the attention of the modern borrower, it’s best to leverage a mix of online and offline marketing channels. Here […]